GI
AX icon

GAMMA Investing’s Axos Financial AX Stock Holding History

GAMMA Investing’s Portfolio AX Stock Details AX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$220K Buy
2,544
+117
+5% +$11.3K 0.01% 1252
2026
Q2 		$236K Buy
2,427
+150
+7% +$13.5K 0.01% 1136
2026
Q1 		$194K Buy
2,277
+115
+5% +$10.5K 0.01% 1146
2025
Q4 		$186K Buy
2,162
+5
+0.2% +$412 0.01% 1095
2025
Q3 		$183K Buy
2,157
+197
+10% +$17.2K 0.01% 1037
2025
Q2 		$149K Buy
1,960
+126
+7% +$8.52K 0.01% 1115
2025
Q1 		$118K Buy
1,834
+516
+39% +$35K 0.01% 1120
2024
Q4 		$92.1K Buy
1,318
+336
+34% +$24.5K 0.01% 1177
2024
Q3 		$61.7K Buy
982
+308
+46% +$20.2K 0.01% 1333
2024
Q2 		$38.5K Buy
674
+155
+30% +$8.43K 0.01% 1375
2024
Q1 		$28K Sell
519
-367
-41% -$19.3K 0.01% 1416
2023
Q4 		$49.1K Buy
+886
New +$37K 0.01% 907

Other funds holding AX

ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
RI
Ridgewood Investments Springfield, New Jersey $271M AUM
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

GAMMA Investing's AX Position: Q3 2026 in Review

GAMMA Investing increased its Axos Financial (AX) stake by 4.8% in Q3 2026, buying an estimated $11.3K and bringing the position to 2,544 shares worth $220K. The position accounts for 0.01% of the portfolio, ranked #1252.

GAMMA Investing first reported a position in AX in Q4 2023 and has held it in 12 quarters since. The position peaked at $236K in Q2 2026. 9 funds tracked by Wall St. Rank hold AX as of Q3 2026.

  • GAMMA Investing held 2,544 shares of Axos Financial worth $220K as of Q3 2026.
  • GAMMA Investing bought 117 Axos Financial shares in Q3 2026, an estimated $11.3K.
  • Axos Financial made up 0.01% of GAMMA Investing's portfolio in Q3 2026, its #1252 holding.
  • GAMMA Investing first reported a position in Axos Financial in Q4 2023 and has held it in 12 quarters since.
  • GAMMA Investing's Axos Financial position peaked at $236K in Q2 2026.
  • 9 funds tracked by Wall St. Rank held Axos Financial as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.